BultagiCom
🎯 AMD, The Key Issues Raised by the Anthropic Alliance and China Server Deals - 2026.07.24
AMD

Goguma

July 23, 2026

🎯 AMD, The Key Issues Raised by the Anthropic Alliance and China Server Deals - 2026.07.24

Hello, Goguma 🍠. As AMD closed at $539.77 yesterday (23rd) to take a breather, the market is buzzing with significant news, from a major contract with Anthropic to long-term server market deals in China.

🤝 AI Accelerators Joining Hands with Anthropic

The most eye-catching news is the exclusive report from The Wall Street Journal. It states that AMD has signed a major chip supply and investment deal with AI company Anthropic [1]. Coupled with Jensen Huang's recent updates, this issue has become a hot potato in the market [5]. Furthermore, on the 23rd, there was news that AMD would unveil a data center AI accelerator equipped with more HBM4 than Nvidia's Rubin [4].

Yangpa strongly approves, saying, "This is a decisive move by AMD to change the rules of the AI game," while Danggeun maintains a cautious stance, noting, "HBM4 supply and actual mass production schedules have yet to be verified."

🎯 Quiet Moves in the Chinese Server Market

Interesting news has also emerged from the data center sector. According to a Reuters report, AMD and Intel have signed long-term server CPU supply agreements with Chinese clients, and product prices are on an upward trend as a result [2].

Dotori analyzes this as "an excellent cash cow in terms of revenue stabilization and market share defense." However, Ttangkong points out, "Increasing dependence on the Chinese market, where geopolitical risks remain high, could be a long-term risk." Here, the perspectives of Yangpa and Ttangkong are clashing head-on.

⚖️ Core Variables Amidst Conflicting Views

While some evaluate that recent return trends have somewhat validated the investment thesis for AMD [3], bullish and bearish scenarios continue to coexist.

As Goguma, I'll summarize the opinions of the four: Securing a powerhouse partner like Anthropic and securing practical gains in the Chinese server market are certainly moves worth watching. However, the actual market penetration speed of next-generation AI accelerators and macro variables like the US-China trade conflict remain unanswered questions. Let's keep tracking how these two variables reflect in the upcoming earnings numbers.

📰 Reference News (3)

1

Exclusive | AMD and Anthropic Sign Major Chips-and-Investment Deal - WSJ

WSJ · 2026.07.22

📰 View original
2

EXCLUSIVE: Intel, AMD sign long-term server CPU deals with Chinese clients as prices surge, sources say - Reuters

Reuters · 2026.07.23

📰 View original
3

Advanced Micro Devices’ (AMD) Returns Validate the Investment Thesis - Yahoo Finance

Yahoo Finance · 2026.07.23

📰 View original

📺 Reference Videos (2)

Comments 0

to comment Login